Tax Planning Specialist

3 days ago


Louisville, Kentucky, United States Crete Professionals Alliance Full time
Unlock Your Career Potential with Crete Professionals Alliance

We are seeking a highly skilled Tax Planning Specialist to join our dynamic team at Crete Professionals Alliance. This is an exceptional opportunity for a motivated and detail-oriented individual to drive growth in our tax planning, compliance, and preparation services.

About the Role

As a Tax Planning Specialist, you will be responsible for leading and managing our tax planning, compliance, and preparation area with a small group of preparers. You will work closely with clients to provide expert advice on tax planning, ensure timely compliance, and prepare accurate financial reports. Your ability to communicate complex tax concepts in a clear and concise manner is essential for building strong relationships with clients and internal stakeholders.

Key Responsibilities
  • Develop and implement tax planning strategies to minimize clients' tax liabilities and maximize their financial returns.
  • Prepare and review corporate, partnership, non-profit, and 1040 tax returns, ensuring accuracy and compliance with relevant laws and regulations.
  • Interpret client financial data to identify trends and areas for improvement, providing actionable insights to drive business growth.
  • Collaborate with cross-functional teams to ensure seamless delivery of tax services, including bookkeeping, accounting, and financial analysis.
  • Maintain up-to-date knowledge of tax laws, regulations, and industry developments, applying this expertise to inform client advice and strategy.
Requirements and Qualifications
  • CPA certification with a minimum of 3-7 years of recent public tax and accounting firm experience.
  • Demonstrated expertise in tax planning, compliance, and preparation, with a strong understanding of relevant laws and regulations.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Self-motivated and proactive, with a passion for delivering exceptional service and driving business growth.
What We Offer
  • A competitive salary range of $90K - $110K annually, commensurate with experience and qualifications.
  • A comprehensive benefits package, including health, dental, and vision insurance, company-paid life and long-term disability insurance, and a classic safe harbor 401(k) plan with employer contributions.
  • Opportunities for professional growth and development, including access to Becker and LinkedIn Learning.
  • A supportive and inclusive workplace culture that values diversity, equity, and inclusion.

We are committed to fostering a collaborative and dynamic work environment where every team member can thrive. If you are a motivated and talented professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.



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